Get Started with Master Data Services (SQL Server 2016)

Article
05/16/2016

Applies To: SQL Server 2016

This article covers how to install Master Data Services, set up the MDS database and website, and deploy the sample models and data.

For an overview of the building blocks of Master Data Services, such as a model and an entity, see Master Data Services Overview (MDS).

Installing Master Data Services, and IIS Roles and Features

You use the SQL Server setup installation wizard or a command prompt to install Master Data Services.

To install Master Data Services using SQL Server Setup.

Double-click Setup.exe, and follow the steps in the installation wizard.
Select Master Data Services on the Feature Selection page under Shared Features.

This installs Master Data Services Configuration Manager, assemblies, a Windows PowerShell snap-in, and folders and files for Web applications and services.
Complete the installation wizard.
In Windows Server 2012 R2, click the Server Manager icon on the taskbar on the Desktop.
In Server Manager, click, Add Roles and Features on the Manage menu.
On the Installation Type page of the Add Roles and Features Wizard, accept the default value (Role-based or feature-based installation) and click Next.
Click Select a server from the server pool, and then click the server where you installed Master Data Services.
In the Roles box, click the roles and roles services that are required for Master Data Services on Windows Server 2012 R2, and then click Next. The following images show the selected, required roles and roles services.

Warning

Do not install the WebDAV Publishing role service. WebDAV Publishing is not compatible with Master Data Services.

Important

Dynamic Content Compression is enabled by default. This significantly reduces the size of the xml response and saves the network I/O, though CPU usage is increased. For more information, see [CTP 2.0] Improved Performance in What's New in Master Data Services (MDS).

Roles and Role Services Roles and Role Services

For a list of the required roles and roles services on various operating systems, see Web Application Requirements (Master Data Services) .
In the Features box, click the features that are required for Master Data Services on Windows Server 2012 R2, and then click Next. The following images show the selected, required features.

Features Features

For a list of the required features on various operating systems, see Web Application Requirements (Master Data Services) .

For more information about installing SQL Server using setup, see Install SQL Server 2016 from the Installation Wizard (Setup).

For more information about installing SQL Server using a command prompt, see Install SQL Server 2016 from the Command Prompt. When you use a command prompt, Master Data Services is available as a feature parameter.

For a brief description with links to additional information about pre-installation tasks, see Install Master Data Services.

Setting up the Database and Website

To set up the database and website using the Master Data Services Configuration Manager

Launch the Master Data Services Configuration Manager, and click Database Configuration in the left pane.
Click Create Database, and then click Next in the Create Database Wizard.
On the Database Server page, select the Authentication type and then click Test Connection to confirm that you can connect to the database using the credentials for the authentication type you selected.

Note

When you select Current User – Integrated Security as the authentication type, User name box is read-only and displays the name of the Windows user account that is logged on to the computer.
Type a name in the Database name field. Optionally, to select a Windows collation and specify one or more of the available options such as Case-sensitive, clear the SQL Server default collation checkbox.

For more information about Windows collation, see Windows Collation Name (Transact-SQL).
In the User name field, specify the Windows account of the user that will be the default Super User for Master Data Services. A Super User has access to all functional areas and can add, delete, and update all models.
Click Next to view a summary of the settings for the Master Data Servicesdatabase, and then click Next again to create the database.

For more information about the settings in the Create Database Wizard, see Create Database Wizard (Master Data Services Configuration Manager).
On the Database Configuration page in the Master Data Services Configuration Manager, click Select Database.
Click Connect, and then select the Master Data Services database that you created in Step 6.

You've finished setting up the database. The Database Configuration page now displays the SQL Server instance that you're connected to for Master Data Services, the database you've created and the current database version.
In Master Data Services Configuration Manager, and click Web Configuration in the left pane.
In the Website list box, click Default Web Site, and then click Create to create a Web application.

Note

When you select Default Web Site, you must create a Web application. If you select Create new website in the list box, the application is automatically created.
In the Application Pool section, do one of the following.
- Enter the same user name that you entered in Step 5 for the database Administrator Account, enter the password, and then click OK.
  
  -OR-
- Enter a different user name, enter the password, and then click OK.
  
  You don't have to use the same account when you create the database and the web application.
For more information about the Create Web Application dialog box, see Create Web Application Dialog Box (Master Data Services Configuration Manager).
On the Web Configuration page in the Web application box, click the application you've created, and then click Select in the Associate Application with Database section.
Click Connect, select the Master Data Services database that you want to associate with the Web application, and then click OK.

You've finished setting up the Website. The Web Configuration page now displays the Website you selected, Web application you created, and the Master Data Services database associated with the application.

For more information about the settings on the Web Configuration page, see Web Configuration Page (Master Data Services Configuration Manager)

You can also use Master Data Services Configuration Manager to specify other settings for the Web applications and services associated with the Master Data Services database. For example, you can specify how frequently data is loaded or how often validation emails are sent. For more information, see System Settings (Master Data Services).

Deploying Sample Models and Data

The following three sample model packages are included with Master Data Services. These sample models include data. The default location for the sample model packages is <drive>\Program Files\Microsoft SQL Server\130\Master Data Services\Samples\Packages.

chartofaccounts_en.pkg
customer_en.pkg
product_en.pkg

You deploy the packages using the MDSModelDeploy tool. The default location for the MDSModelDeploy tool is <drive>\Program Files\Microsoft SQL Server\ 130\Master Data Services\Configuration.

For information about prerequisites for running this tool, see Deploy a Model Deployment Package by Using MDSModelDeploy.

For information about updates made to the data to support new features in SQL Server 2016Master Data Services, see Samples: Model Deployment Packages (Master Data Services).

To deploy the sample models

Copy the sample model packages to <drive>\Program Files\Microsoft SQL Server\130\Master Data Services\Configuration.
Open an Administrator: Command Prompt and navigate to MDSModelDeploy.exe, by running the following command.
```
cd c:\Program Files\Microsoft SQL Server\130\Master Data Services\Configuration
```
Deploy each of the sample models to Master Data Services by running each of the following commands.

Important

In the examples below, the MDS1 service value is specified. You use this value if you selected Default Web Site when you set up the Master Data Services Web site. See the Setting up the Database and Website section.

If you created a new web site or selected another existing web site, run the following command first to determine the correct service value.

MDSModelDeploy listservices

The first service value in the list of values returned, is the one you specify to deploy a model.

To deploy the chartofaccounts_en.pkg sample model
```
MDSModelDeploy deploynew -package chartofaccounts_en.pkg -model Customer -service MDS1
```
To deploy the customer_en.pkg sample model
```
MDSModelDeploy deploynew -package customer_en.pkg -model Customer -service MDS1
```
To deploy the product_en.pkg sample model
```
MDSModelDeploy deploynew -package product_en.pkg -model Customer -service MDS1
```
When a model is successfully deployed, the MDSModelDeploy operation completed message is displayed.

The following image shows the command for deploying the product_en.pkg sample model.
To view the sample models, do the following.
1. Navigate to the Master Data Services web site that you set up. See the Setting up the Database and Website section.
  
  The web site address is http://<server name>/<web application>/.
2. Select a model from the Model list box, and click Explorer.

Next Step

Create a new model and entities for your data. See Create a Model (Master Data Services) and Create an Entity (Master Data Services).

For an overview of how you use a model and entities to build a structure for your data in Master Data Services, see Master Data Services Overview (MDS)

Did this Article Help You? We’re Listening

What information are you looking for, and did you find it? We’re listening to your feedback to improve the content. Please submit your comments to sqlfeedback@microsoft.com